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FieldDescription
On Duplicates

Determines billing behavior if it finds a rate row duplicate. Duplicates are checked by Code + Effective Date pair of columns.

  • Update with the latest value - if multiple duplicates were found, the last value is stored
  • Skip duplicate rows - if there are multiple duplicates, only the first value will be stored

  • Alert me about duplicates - if duplicates are detected, JeraSoft Billing will alert you about them

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(warning)(warning)   Attention

Alert limitation about rate duplicates during the import process. It means that the import process cannot proceed if you get more than 1,000 duplicate alerts. This limitation applies while the Alert me about duplicates option is enabled in the On duplicate rates field in the Import tab


On Errors

Determines billing behavior if inconsistency or error was found in the importing file (data inconsistency, incorrect symbols, etc.)

  • Import correct rows and show all found errors - import error-free rows and display the list of errors, if any
  • If errors are found, abort import and show all errors - if any error is found, stop the import and display a list of errors
Datetime Format

Specify the date format of an imported file. Please note, the auto-detection of date and time can be performed with files that contain one of the date and time formats, listed below:

  • DD-MM-YYYY (%d-%m-%Y) = 28-12-2018
  • YYYY-MM-DD (%Y-%m-%d) = 2018-12-28
  • MM/DD/YYYY (%m/%d/%Y) = 12/28/2018
  • DD.MM.YYYY (%d.%m.%Y) = 28.12.2018
  • YYYY/MM/DD (%Y/%m/%d) = 2018/12/28
  • YYYYMMDD (%Y%m%d) = 20181228
  • YYYY-MM (%Y-%m) = 2018-12
Billing Increment

Billing Increment defines the way events are billed and combines two parameters: minimum volume and tariffication interval or three parameters: minimum volume,tariffication interval and grace volume. Indicate the order of parameters recognition in the Billing Increment column:

  • Min Volume/Interval
  • Interval/Min Volume
  • Min Volume/Interval/Grace Volume
  • Interval/Min Volume/Grace Volume

For example, if the Billing Increment column in your import file is 1, 5, and you selected Min Volume/Intervalvalue in this field, the system will recognize 1 as Minimum Volume and 5 as a Tariffication Interval for a target rate.

Skip dash in codes

Select whether a dash in codes must be skipped or not:

  • Enabled - codes, written as 1201-1205, will be imported as a single 12011205 code
  • Disabled- 1201-1205 codes will be imported as separate 1201, 1202, 1203, 1204, 1205 codes
Split Src Code Name

This option is used only in case source code names contain an underscore symbol. Choose one of the following:

  • Disabled - if an Src Code Name is, for instance, USA_Columbia, it will be preserved as it is after import.
  • By underscore - if selected, a USA_Columbia Code Name will be changed to Columbia after import.
Notificator Code DeckSpecify code decks that will be used for the next rates notification
Update Code Deck

Select the way you want both Src and Dst code decks to be updated with new/existing code names from current rates file:

  • Disabled - leave selected code decks unchanged
  • Import only not existing codes - code decks will be updated with codes and their names if they are missing
  • Import all codes (update existing) -  сode decks and codes will be updated with code names taken from a file, overwriting of existing ones
  • Import all codes (purge code deck first) - code decks are fully cleared and then all codes and code names are imported from a file
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(warning)(warning)   Attention

If Src Code and/or Dst Code sheet type is selected, you need to enable this feature


Code Deck Dst Code Deck that will be used for an Update Code Deck option. Select a destination code deck that you want to update with the above-mentioned settings (note that code deck specified settings here will only be available if you are importing a file, which contains Code Names in addition to Codes).
Src Code DeckSrc Code Deck that will be used for an Update Code Deck option. Select a source code deck that you want to update with the above-mentioned settings (note that code deck specified settings here will only be available if you are importing a file, which contains Code Names in addition to Codes).
AZ Mode

A special mode that determines system behavior regarding active/future rates:

  • Disabled- leave active/future rates unchanged. Selected by default.
  • Simple mode - active rates from a current Rate Table will be closed on the specified AZ close date if they aren't present in this import.
  • Extended mode - all existing future rates will be marked as stashed. Currently, active rates (not presented in this import) will be closed by the date specified below.
AZ codesAvailable if AZ Mode is active. Specify the exact code(s) AZ Mode is going to be applied to. By default, the field value is "*" (all codes)
AZ interval

Available if AZ Mode is active. Specify the period for AZ mode to close rates. The selectable options are:

  • days from last midnight - the rates will be closed after the specified amount of days from the midnight of the import day
  • days from now - the rates will be closed after the specified amount of days from the import day
  • hours from XX:00 - the rates will be closed after the specified amount of hours from the start of an hour of the import timestamp
  • hours from now - the rates will be closed after the specified amount of hours from the import timestamp
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Tip

For a detailed explanation, check out our Knowledge Base article


AZ close dateAvailable if AZ Mode is active. The field displays the time and date of rates closure based on the AZ interval parameters.
Agreements Tolerance, (days)Define a number of days that the system will take into account while analyzing the new import and the current agreement with the vendor. If the dates of an agreement and the import are closer then the specified amount, the system will generate an alert for the manager.
Changes Threshold, (rates)Define a number of changed rates that will serve as a threshold for the selected rate table. If exceeded, the system will generate an alert for the manager.
Deviation Tolerance, (%)Define the value of how much can an imported rate differ from an existing one in percent. If exceeded, the system will generate an alert for the manager.

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(warning)(warning)   Attention

If you have rates with missing Rate value in the importing file, the system will find the previous rate for the same destination and take this value from there. Also, when you have rates with missing Effective Date value, the system will take it from the End Date value.

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When the procedure has been executed, you will be forwarded to the Rates tab section where all imported rates will be displayed. They are divided into the following types: Unchanged, Increased, Decreased, New. By clicking on the respective buttons in the top right corner of the tab, you can filter rates by type (see screenshot).

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(warning)   Attention

Imported rates will be marked as Unchanged, Increased, or Decreased only if their Effective Date value (e.g., 04.25.2018) is higher than Effective Date of a current rate (e.g., 04.10.2018)

If Auto-Confirm option is disabled, you need to click the Confirm Filtered Rates button (see screenshot) to change rates status from stashed to active.

Screenshot: Confirming Rates

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Import History Tab

The tab contains information about all executed imports to this rate table. You can access it in the Rate Tables → Import History. It is presented in a form of table with the following columns:

Screenshot: Import History output

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Date

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User Login

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File 

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Import file. By clicking on theImage Removed icon, the file will be downloaded

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File that contains a description of all errors occurred during import. By clicking on theImage Removed icon, the file will be downloaded

 If the Auto-Confirm option was disabled during the import process, you need to Mass Edit the rates' status from stashed to active.

Screenshot: Confirming Rates

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Import History Tab

The tab contains information about all executed imports to this rate table. You can access it in the Rate Tables → {Specific Rate Table} → Import History. It is presented in the form of a table with the following columns:

Screenshot: Import History output

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ColumnDescription
Date
Time and date of import execution
User Login
Login of a user who executed the import
File 

Import file. By clicking on theImage Added icon, the file will be downloaded

TotalTotal amount of imported rates
NewTotal amount of rates with New type
IncreasedTotal amount of rates with Increased type
DecreasedTotal amount of rates with Decreased type
UnchangedTotal amount of rates with Unchanged type
A-Z ClosedNumber of rates, closed by A-Z import
A-Z StashedNumber of rates, stashed by A-Z import
StatusStatus of import procedure (success/failed)
Error File

File that contains a description of all errors occurred during import. By clicking on theImage Added icon, the file will be downloaded

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When clicked on, deletes respective import data from the system

The imported rates are divided into the following types: Unchanged, Increased, Decreased, New. By clicking on the respective numbers of rates, you can see filtered rates by type (see screenshot above) in the Rates section.

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(warning)   Attention

Imported rates will be marked as Unchanged, Increased, or Decreased only if their Effective Date value (e.g., 04.25.2018) is higher than Effective Date of a current rate (e.g., 04.10.2018) and they don't have an End Date value. If the End Date value is present in a previous rate, the fresh one will be marked as New.

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